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Jobs or company...

Financial Protection Specialist (Freelancer)

Salary undisclosed

Apply on

Indeed MY

Availability Status

This job is expected to be in high demand and may close soon. We’ll remove this job ad once it's closed.

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Simplified

Position : Financial Protection Specialist (Freelancer)
Salary : RM3,000 - RM100,000 (upon achieving sales targets).
Working Hours : 9:00 AM - 5:00 PM
Working Days : Monday - Friday (Flexible)
Work Location : SUITE 19-3 Level 19 Tower A Plaza 33 No 1 Jalan Kemajuan Seksyen 14 46200 Petaling Jaya Selangor

Job Description:

1) Engage with clients to thoroughly understand their financial needs, goals, and concerns. 2) Provide professional advice on suitable life insurance, takaful, and investment products tailored to individual needs.
3) Design customized financial plans to help clients achieve their objectives.
4) Build strong, long-term, and trusted relationships with clients.
5) Effectively communicate the value of AIA's financial products and solutions to meet client needs.
6) Deliver exceptional customer service to ensure satisfaction and loyalty.
7) Identify and secure new leads through various channels, including TikTok (live and ads), Instagram, Facebook, referrals, and networking events.
8) Organize and host seminars, workshops, or financial webinars to attract and educate potential clients on the importance of financial planning.
9) Utilize creative digital marketing strategies to expand reach and influence.
10) Ensure smooth processing of policy issuance and update clients on their application status.
11) Provide follow-up services, including claim management, policy reviews, and necessary amendments.
12) Act as the primary contact for clients, addressing any queries or additional needs.
13) Adhere to all company compliance standards, industry regulations, and established guidelines.
14) Prepare daily sales reports using tools like ALPA Apps and MIRADS System to monitor performance and track goals.
15) Plan and follow a structured sales schedule (weekly, monthly, and yearly), including strategizing to meet individual and agency targets.

Job Requirement:
1) Training will be provided.
2) Candidate must attend the office to work. Benefits:
- Startup Capital: RM3,000 - RM100,000 (upon achieving sales targets).
- Attractive commission structure.
- Performance-based incentives.
- Opportunity for company-sponsored trips.
- An opportunity to win RM1 MILLION CASH for those who achieve the targets set by the company

Job Types: Full-time, Permanent

Pay: RM3,000.00 - RM100,000.00 per month

Schedule:

  • Monday to Friday

Education:

  • STM/STPM (Preferred)

Experience:

  • financial specialist: 1 year (Preferred)

Work Location: In person

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